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Zapier makes it easy to integrate CallRail with JobNimbus - no code necessary. See how you can get setup in minutes.

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CallRail
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CallRail
1. Choose trigger event
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2. Choose action
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1. Select the event
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Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Phone Call Completed" from CallRail.

Add your action

An action happens after the trigger—such as "Create Attachment" in JobNimbus.

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Zapier seamlessly connects CallRail and JobNimbus, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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Practical ways you can use CallRail and JobNimbus

Create JobNimbus contacts from CallRail calls.

When an inbound call is completed in CallRail, Zapier creates a new contact in JobNimbus. This simplifies record-keeping, reduces manual data entry, and ensures valuable customer data is captured seamlessly in your CRM.

Business Owner
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Tag CallRail forms in JobNimbus.

When a new form is captured in CallRail, Zapier automatically tags it in JobNimbus under the relevant project or contact. This integration ensures efficient organization of leads and improves tracking for marketing campaigns, resulting in time savings and better lead management.

Marketing & Marketing Ops
Track CallRail calls in JobNimbus projects.

When a phone call ends in CallRail, Zapier logs it into the corresponding JobNimbus project. This ensures your project communication logs are complete and accurate, improving transparency and project tracking.

Project Management

Learn how to automate CallRail on the Zapier blog

Make work flow with AI

Level up your CallRail to JobNimbus integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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About CallRail
CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.
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About JobNimbus
JobNimbus CRM + Project Management for the service industry.
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